CCSGX
Price
$25.69
Change
+$0.23 (+0.90%)
Updated
Jun 26 closing price
Net Assets
645.3M
PMBPX
Price
$45.36
Change
+$0.40 (+0.89%)
Updated
Jun 26 closing price
Net Assets
30.94B
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CCSGX vs PMBPX

Header iconCCSGX vs PMBPX Comparison
Open Charts CCSGX vs PMBPXBanner chart's image
Conestoga SMid Cap Institutional
Price$25.69
Change+$0.23 (+0.90%)
VolumeN/A
Net Assets645.3M
Principal MidCap R5
Price$45.36
Change+$0.40 (+0.89%)
VolumeN/A
Net Assets30.94B
CCSGX vs PMBPX Comparison Chart in %
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CCSGX vs. PMBPX commentary
Jun 27, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CCSGX is a Hold and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. CCSGX (645M). PMBPX pays higher dividends than CCSGX: PMBPX (0.01) vs CCSGX (0.00). CCSGX was incepted earlier than PMBPX: CCSGX (11 years) vs PMBPX (25 years). CCSGX (1.02) is less costly to investors than PMBPX (0.83). PMBPX (10.50) and CCSGX (10.00) have comparable annual turnover. PMBPX has a lower initial minimum investment than CCSGX: PMBPX (0) vs CCSGX (250000). PMBPX annual gain was more profitable for investors over the last year : 11.82 vs. CCSGX (9.46). PMBPX return over 5 years is better than : 59.73 vs. CCSGX (46.74).
CCSGXPMBPXCCSGX / PMBPX
Total Expense Ratio0.850.83102%
Annual Report Gross Expense Ratio1.020.83123%
Fund Existence11 years25 years-
Gain YTD-3.0463.451-88%
Front LoadN/AN/A-
Min. Initial Investment2500000-
Min. Initial Investment IRAN/AN/A-
Net Assets645M30.9B2%
Annual Yield % from dividends0.000.01-
Returns for 1 year9.4611.8280%
Returns for 3 years32.3345.7571%
Returns for 5 years46.7459.7378%
Returns for 10 years166.8899.17168%
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